Duquesne (Stanley Druckenmiller) discloses updated portfolio positions in 13F filing: New CCL JPM LYV positions
Highlights from 2020 Q2 filing as compared to Q1 2020:
- New positions in: CCL (~2.8 mln shares), JPM (~1.61 mln), LYV (~0.83 mln), WFC (~1.55 mln), INSM (~1.23 mln), XBI (~1.1 mln), PENN (~1.05 mln), WEN (~1.03 mln), SMAR (~1.02 mln), SBUX (~0.91 mln)
- Increased positions in: FCX (to ~6.47 mln shares from ~1.39 mln shares), JD (to ~1.49 mln from ~0.58 mln), MSFT (to ~1.8 mln from ~1.1 mln), FLEX (to ~0.71 mln from ~0.46 mln), FSLY (to ~0.3 mln from ~0.12 mln) PLAN (to ~0.21 mln from ~0.17 mln), CRWD (to ~0.19 mln from ~0.16 mln) BABA (to ~0.43 mln from ~0.41 mln),
- Maintained positions in: GOLD (~4.27 mln shares), RETA (~0.53 mln shares), ALNY (~0.37 mln shares), HD (~0.31 mln shares)
- Closed positions in: ABT (from ~0.79 mln shares), XP (from ~0.05 mln), QCOM (from ~0.47 mln), TWOU (from ~0.44 mln), TME (from ~0.21 mln), SNE (from ~0.15 mln), NOW (from ~0.11 mln), COUP (from ~0.09 mln), EDU (from ~0.08 mln), ADBE (from ~0.06 mln)
- Decreased positions in: GOOGL (to ~0.09 mln shares from ~0.14 mln shares), ATVI (to ~0.21 mln from ~1.56 mln), FB (to ~0.23 mln from ~1.24 mln), WDAY (to ~0.7 mln from ~1.65 mln), DISH (to ~0.39 mln from ~0.97 mln), NFLX (to ~0.31 mln from ~0.85 mln), IQV (to ~0.07 mln from ~0.3 mln), SE (to ~0.99 mln from ~1.17 mln), PYPL (to ~0.77 mln from ~0.93 mln), AMZN (to ~0.09 mln from ~0.18 mln)